Breaking news from around the world
Get the Bing + MSN extension
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | View virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
I have a customer who wants to use Onedrive integration in CRM to store documents. They have five salespeople.
When should onedrive integration be used vs the Sharepoint? If they would like to share these Files to other employees sharepoint needs to be configed right? With the onedrive integration it's only private (users file)?
Any input on that? When should i use onedrive vs sharepoint?
If the salespeople want to collaborate on their documents, then SharePoint might be good. If those documents are personal to each sales person, then OnDrive is a better option. In Any case, you need the Sharepoint enabled on the entity under question. After this, a sales person can come and attach a document to the entity, that document can be either a sharepoint or a onedrive document.
In summary, without one drive integration, you will be able to link to documents to Share Point only, with one drive, you can link to the user personal OneDrive.
Thank you so much for excellent explanation!!
Thanks. Please mark as verified for others to find it quickly.
If you are satisfied of course with the an9
By the way, isn't there a possibility to use Onedrive for Business to share documents between users? Or is sharepoint the only way to use shared documents between salespeople? Thanks!
Business Applications communities